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  • Intel Hits It Out Of The Park At CES 2013 [View article]
    So what happens when Intel's current high-powered chips become small enough and efficient enough to fit into "mobile" devices?

    The answer is, the distinction between a chip for a mobile device and a PC disappears. Intel is smart for not building low margin, "mobile" chips, instead they are making their superior silicon fit into the space and wattage requirements as mobile.

    Anyone who can't see this does not deserve to reap the rewards that are just around the corner.
    Jan 8 07:50 PM | Likes Like |Link to Comment
  • Microsoft: Surface Sales Don't Matter [View article]
    Lol no innovation in win8:

    -Smartglass, ability to control what's on your tv with you pc/tablet

    -The single search/type to search features of win8 metro UI

    -The charms in general, with a single place for searching, sharing or sending to other devices

    -Just the ability to send to other devices, keeping in mind most of these devices haven't been made yet!

    -I'd say live tiles are pretty innovative, again keep in mind that the potential hasn't even been tapped into though.

    -The single people app is innovative, especially when used on WP

    -The ability to work with more then one app at a time, on a mobile device

    -The way these apps can communicate with each other seamlessly

    What's innovative about Surface:

    -The magnetic connectors for the touch keyboard and the charger

    -The touch keyboard

    -The Pro has tons of innovative features like the magnetic pen, ability to output to other devices like projectors, besides the fact that it is a mobile device that can still do actual work like databasing, CAD graphics, high end audio and video editing AT THE SAME TIME.

    The PC is not dead, its evolving.
    Dec 29 07:48 PM | Likes Like |Link to Comment
  • Research In Motion's BlackBerry 10 Will Serve Its Intended Purpose [View article]
    WP8 is going to be a much better fit for that market, as it integrates with the software that most of that market uses, ie MS office. I bought a WP8 for this very purpose and it has changed the way I am able to work. There is so much upside for WP8 in the enterprise, I find it hard to see how BB10 will be able to overcome this.
    Dec 28 05:16 PM | 1 Like Like |Link to Comment
  • Android Is Dead - Part 4: New Contender Windows Phone 8 [View article]
    I have a Lumia 920 and have been extremely satisfied with it. the comments that there is no integration with google are false, I have a live tile to my gmail on my start screen. It works very well. I could combine my inboxes but I choose not to as I use my various email addresses for different things. As far as the app store goes there is very little that you would want on a phone that isn't there. As this is what I really like about WP8. It doesn't try to be anything more then a very good phone. It has some amazing enhancements as a communication device, which lead all other phones imo. I have a labtop for work, a tablet for content consumption and a phone for communicating. I wouldn't want to and don't need to play games on my phone, especially not when those games are basically mindless swipe fests. My xbox is where I play games. WP8 is by far the best OS for a pocket communication device, which is what a phone is.
    Dec 28 05:12 PM | 10 Likes Like |Link to Comment
  • Nokia's (NOK) Lumia Windows Phone 8 devices are seeing post-Christmas discounts in the U.S. The flagship Lumia 920 is available for $39 on Amazon with an AT&T contract, while the mid-range Lumia 822 is free with a Verizon contract. And T-Mobile is providing the Lumia 810 for free with a contract. It isn't clear if Nokia is bearing any of the cost. The black Lumia 920 is at #16 on Amazon's phone bestseller list. (China Unicom[View news story]
    omg has no one ever heard of boxing week sales? You know when retailers lower prices after Christmas to pull in customers that want what their friends got for Christmas at a deal.

    I am seriously thinking about getting out of the American market. There is way to much fear mongering, ignorance and manipulation. Learn to think people.
    Dec 28 01:22 PM | 3 Likes Like |Link to Comment
  • Windows 8 (MSFT) is being adopted at a slower rate than the much-maligned Vista, and a much slower rate than Windows 7, according to usage data from Net Applications. As of Dec. 22, Win. 8 was used on an estimated 1.6% of all Windows PCs. This compares with 2.2% for Vista at a similar point in its release history, and 6%+ for Win. 7. Consumer PC demand remains tepid, and many enterprises have made it clear they have no interest in upgrading to Win. 8, at least for now. [View news story]
    blah blah blah

    the impact of an operating system can't be felt until the applications which the new system allow have been developed, ie applications which utilise live tiles. Once more developers start to experiment and utilise the improvements that windows 8 allows, more adoption will be seen. Bottom line, win8 is a better desktop experience, and the "metro" UI, integration across devices including the xbox, and other win8 features like live tiles allow programmers to do things that they couldn't before. This stuff will happen, its just a matter of time.
    Dec 27 05:11 PM | 2 Likes Like |Link to Comment
  • 3 Reasons Smart Money Is Short Microsoft In 2013 [View article]
    This article is laughable. Should have stopped reading after "Rather then focusing on accounting details...". Yeah forget about the solid balance sheet, the cash flow generation or the healthy dividend. Lets focus on google docs overtaking Office for 90% of computers (this was so priceless), and zynga makes games too! The author is so far away from reality on this, I don't even know where to start.
    Dec 26 08:35 PM | 3 Likes Like |Link to Comment
  • Intel: Ignoring The Facts Can Cost Investors Money Even With A 4.40% Dividend Yield [View article]
    Anyone who thinks Intel is dead does not understand the evolution of computers.

    Consider this, in terms of pure processing power, the ability to do computations, the chips of Intel's "competitors" are many, many generations behind what Intel is putting out. The Pentium 3 can do more "work" then what's in an Ipad. There is a valid reason for this, as a loss of power was needed to overcome power consumption and size requirements that existing technology put on components for mobile devices.

    The common misconception that Intel "missed mobile" is erroneous at best. What Intel did, is made the conscious decision to not make slower, "worse" chips in order to be a first runner in the still very young mobile space. Instead they have been hard at work overcoming the problems that required the downgrade in processing power in the first place while still increasing the power of their chips . The fruits of this labour are just around the horizon.

    Consider the Surface Pro, which will be the first of a new generation of PC's with Intel chips that sacrifice little in terms of power consumption and size to maintain the high level of power Intel delivers, the first mobile computer that can run a database, work autocad, do high level audio and video editing, or run powerful enterprise software applications that make this world go round, ALL AT THE SAME TIME. And this is just the beginning, the products Intel have in their pipeline for the next couple of years will actually give Intel a power per watt and size ADVANTAGE while maintaining their huge lead in terms of processing power.

    Soon their will be no distinction between a "mobile" computer and a "PC". Currently the distinction is one of trade-offs. I will accept a weaker machine that is capable of doing the common, light-duty tasks I require, in exchange for it being smaller, lighter and unplugged. Very soon, however, this is not a choice that will be facing consumers, and Intel is the only company who is even close to being able to deliver this; a fully functional, high performance computer that you can carry in your hand.

    The current valuation for Intel is absurd and shows the short-sighted nature of the investing world.
    Dec 20 08:18 PM | 4 Likes Like |Link to Comment
  • Apple: A Mixed Bag Of Competing Considerations From Fundamental To Technical [View article]
    lol analysts drop their price targets to levels that are much higher then current levels and the stock tanks.

    This is almost enough to get me out of investing in general. There is way too much emphasis on everyone's fears in the market to have any possibility of rational analysis.
    Dec 15 05:12 PM | 1 Like Like |Link to Comment
  • Some more Microsoft (MSFT) news: 1) The company is expanding Surface's distribution to non-Microsoft stores in the coming days - Microsoft claims it had planned to do so as of Jan. 1. Is it getting desperate thanks to disappointing early sales? 2) Due to its demand for a 30% cut on all in-app purchases, Apple has reportedly rejected an update to Microsoft's SkyDrive iOS app, and is also at odds over Microsoft's plans to sell Office 365 subscriptions via upcoming Office iOS apps. Amazon can relate. (earlier) Update: Staples and Best Buy are among the retail partners. [View news story]
    Apple's weak spot, can't play well with others. Reason we have no iTV, unwillingness to work with content providers. This kind of stance may have worked with the music industry, since it was on deaths door before itunes showed up, but the tv content providers and app developers aren't going to bow and scrape for them, and now they don't have too, thanks to Windows 8.
    Dec 12 12:02 AM | 1 Like Like |Link to Comment
  • Now a sizable business, Google Apps (GOOG) will no longer be provided for free to groups of 10 users or less. Google charges $50/users/year to paid business users, who get customer support and 25GB inboxes for their trouble. Sources tell the WSJ Google is now generating ~$1B/year from Apps, used by 5M businesses, and mapping software sales. This has made it a headache for Microsoft's (MSFT) Office cash cow, though many large enterprises remain loyal to it. Office 2013's subscription pricing seems to have Google in mind. [View news story]
    Google apps: no project, visio, active directory, exchange, access, sql, onenote.

    Not even in same league as Office suite.

    When did it become cool for computers to do less?
    Dec 7 07:22 PM | Likes Like |Link to Comment
  • Google Apps (GOOG) has become a threat to Microsoft's (MSFT) Office cash cow ... but how much of one? Many SMBs have embraced Google Apps due to its low costs and useful collaboration features. But outside of a few big wins, large enterprises have been unwilling to abandon Office, citing (among other things) Office's rich feature set, and fears of being dependent on a cloud-based service.  [View news story]
    Google's versions of MS Office software are heavily stripped down. I attempted to use them for a few months but inevitably had to go back to Office. Too much of what I depend on was unavailable.

    when did it become cool for computers to do less?
    Dec 7 07:17 PM | Likes Like |Link to Comment
  • A Seeking Alpha Contrary Indicator, Or Bulls Bellow Loudest Before A Fall [View article]
    The author is basically restating buffett's "greedy when others fearful, fearful when others greedy" idea, but using SA comments as a gauge of fear and geed.
    Dec 6 10:17 PM | 3 Likes Like |Link to Comment
  • What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
    The Surface works just fine on your lap, and if you don't want the keyboard, flip it to the back and IT IS A TABLET. Pretty easy.

    On e of the coolest things my wife does with her Surface is fold the touch cover around to the back, then pull out the kickstand to rest on the back of the touch cover. The Surface will stand on its own for her and she reads in bed, laying on her side.

    Floppy connection lol

    Mark my words, the Surface Pro, or an OEM copy of it (doesn't matter to me as an investor) will be littering boardrooms around the world. This thing is a tool, which makes it unlike any mobile device built to date.
    Nov 30 06:00 PM | 10 Likes Like |Link to Comment
  • Facebook Audaciously Reveals The Holy Grail And Emerges A Buy [View article]
    Most of you guys are seeing this all wrong. Facebook knows where you've been, what you like, who you know, where they've been etc. There has never been an individual or organization with more access to personal information. Period.

    They way traditional advertising media worked was you created some content that you thought certain people might like, put ads to it for products that the same people might like, and then put the content in a place that you hoped those people would be. Google changed the paradigm by sending you ads based on what you were already looking for. Definitely a step up.

    Here's the catch. Facebook has enough information about enough people that, if they could create a good enough system to actually access this mass amount of data, will enable them to show you what you want to buy BEFORE you search for it. The opportunity to change the paradigm of advertising is in the palm of their hands. This is the holy grail of advertising and steps taken by facebook are showing me that they understand this. The whole "social media" aspect was nothing but a way to gather this information.

    Once I realized this a few weeks ago, I exited my short position, profitably and just in time, and am now thinking about going long.
    Nov 29 09:21 PM | Likes Like |Link to Comment